Estate Planning

The best way to achieve your wishes for your loved ones is to plan ahead.

As your partner in planning I will take the fear out of putting “pen to paper” to achieve your wishes by:

• Listening to you
• Assisting in defining your goals
• Achieving your legacy planning

An estate is what you own, your assets such as: your home, savings and checking accounts, investment accounts, stocks, bonds, etc. Estates come in all sizes; however, an estate plan is not a “one size fits all” situation. I will partner with you to create the plan that best meets your goals in leaving gifts to your family, friends, and charities.

A complete estate plan package includes:

• Living Trust
• Pour-over will
• Durable Power of Attorney for Property Management
• Advance Health Care Directive